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Flagship Harbor Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Flagship Harbor Advisors’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-470
Closed -$59.8K – 1511
2025
Q4 		$59.8K Buy
+470
New +$57.7K ﹤0.01% 1018
2023
Q4 		– Sell
-3,311
Closed -$278K – 650
2023
Q3 		$278K Buy
3,311
+470
+17% +$39.2K 0.02% 488
2023
Q2 		$233K Buy
+2,841
New +$235K 0.02% 546

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Flagship Harbor Advisors's KBWP Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 470 shares — an estimated $59.8K sold.

Flagship Harbor Advisors first reported a position in KBWP in Q2 2023 and held it in 3 quarters. The position peaked at $278K in Q3 2023. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 470 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $59.8K.
  • Flagship Harbor Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and held it in 3 quarters.
  • Flagship Harbor Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $278K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.